Member Service Specialist III
Bel Air Office

Position Description:
  • Must have the ability to perform all duties associated with the Member Service Specialist I and Member Service Specialist II positions, including but not limited to all teller duties as well as new account functions
  • Deliver sales and service excellence through increased cross selling opportunities for additional products and services to include debt protection coverage on loans.  Must be able to demonstrate product knowledge, recognize opportunities and overcome objections while recommending products and services that will improve the members’ financial lives.
  • Responsible for opening complex (trust, estate, guardianship and representative payee) and business accounts. Must be able to clearly present, explain and maintain these accounts and the service terms and conditions to meet all compliance requirements.
  • Must have knowledge of all essential procedures to obtain required documentation to complete loan interview process
  • Ability to complete loan process, including but not limited to application processing, preparing and completing necessary documents, and administering loan disbursement upon approval
  • Must be able to answer and perform general loan inquires, including but not limited to calculating payoff statements, updating payment information and adjusting debt protection products
  • Adhere to all credit union compliance requirements, including Bank Secrecy Act (BSA) guidelines and regulations as explained and as appropriate for the position
  • Perform other office operations related duties as assigned by the Office Manager or authorized party
  • Must have the ability to travel between credit union branches as assigned
Position Requirements:
  • High school diploma
  • Minimum of 1 - 3 years of similar or related experience that aligns with MSS I and MSS II skill sets (Teller and New Accounts)
  • Strong interpersonal and customer service skills
  • Enthusiastic and outgoing personality
  • Excellent attention to detail and accuracy skills
  • Effective written and verbal communication abilities
  • Ability to cross-sell credit union products and services